Cramer's 'Mad Money' Recap: Bulk Up on Dry Bulk Shippers

Those shipping companies that have partially chartered their fleets have greater exposure to the Baltic index. Their prices will rise or fall based on demand for the goods they ship. Investors who can tolerate more risk should buy these stocks.

To shed more light on dry shipping, Cramer welcomed Peter Georgiopoulos, CEO of General Maritime and chairman of Genco. He asked Georgiopoulos if bulk shipping rates are currently sustainable and whether they have room to improve.

Georgiopoulos compared the current dry cargo market to the period immediately following World War II, when iron, steel and cement had to be brought to Europe and Japan to rebuild the war-damaged countries. Citing a similar environment in today's China, he said he believes there is a lot of room for growth in the shipping market. He further asserted that shipyards are "locked up," and it could be as late as 2011 or 2012 before a new dry bulk boat is built, meaning that supply should not change any time soon.

"This is a bull market," Cramer assured viewers. "Pay attention," he said. "The money being made here is gigantic.''

Counterintuitive Trends

Cramer brought Mark Penn, author of Microtrends on the line to discuss his book and its potential influence on investments, politics and culture.

Cramer claimed he could use the book as a handbook for the next 25 shows, saying its counterintuitive findings have broad implications that include potential stock picks.